Season 2 of Foresight's Frontier Conversations opens with a discussion on the most powerful force reshaping infrastructure investing today: the energy transition. Hosts Richard Thompson and Dan Wells, Partners at Foresight Group and Co-Managers of Foresight's flagship energy transition funds FEIP I and FEIP II, explore the realities behind deploying capital into renewable generation, storage, and the grid infrastructure needed to support a decarbonised power system. They unpack why the energy transition has become the largest subsector in infrastructure, the challenges of integrating variable renewable energy into ageing grids, and why regulatory frameworks are now make-or-break for investor confidence. From the valuation of renewable assets to the emerging role of long-duration storage and flexibility solutions, this episode sets out the investment landscape that will define the next decade. If you're looking for clarity on where the opportunities lie - and what stands in the way - this is where to start. Find out more about our energy transition strategy here: https://www.foresight.group/strategies-funds/private-markets/energy-transition/ Important Information: This podcast is issued by Foresight Group LLP ("Foresight") on 09.12.2025. Foresight is authorised and regulated by the Financial Conduct Authority (FRN 198020). Foresight's registered office is at The Shard, 32 London Bridge Street, London, SE1 9SG. This podcast has not been approved as a financial promotion for the purpose of Section 21 of the Financial Services and Markets Act 2000 ("FSMA"). This podcast is not to be reproduced, distributed or otherwise use this video or any of its contents without the prior written consent of Foresight. This podcast is for information and discussion purposes only and may not be used for the purpose of, and does not constitute an offer to sell, or the solicitation of an offer to acquire any securities. Viewers should not construe the contents of this podcast as financial, legal, accounting, tax or investment advice. If you are in any doubt about the content of this podcast and/or what action you should take, you should seek advice from an independent financial adviser authorised under the Financial Services and Markets Act 2000. This podcast contains information of a preliminary nature that is based on unverified and unaudited information. The information and opinions contained in this podcast are for background purposes only and do not purport to be full or complete. No reliance may be placed for any purpose on the information or opinions present in this podcast for their accuracy and completeness. The value of investments and any income from them may go down as well as up, and past performance is not a reliable indicator of future performance and is not guaranteed. Capital at risk. This podcast contains certain forward-looking statements. In some cases forward-looking statements can be identified by the user of terms such as "believes". "estimates", "anticipates", "projects", "expects", "intends", "may", "will", "seeks" or "should" or variations thereof, or by discussions of strategy plans, objectives, goals, future events or intentions. By their nature, forward-looking statements involve risk and uncertainty because they relate to future events and circumstances. Actual outcomes and results may differ materially from any outcomes or results expressed or implied by such forward-looking statements. All information contained in this podcast is subject to updates, revision and amendments (although there shall be no obligation to do so).

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